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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

NWAM LLC

Quarter ended Q4 2024 · Filed February 5, 2025 · Accession 0001085146-25-000766

Total Value
$1.62B
Positions
593
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT255,292$107.6M6.73%
2APPLE INCAAPL277,740$69.6M4.35%
3VANGUARD INDEX FDS92290873693,057$38.2M2.39%
4AMAZON COM INCAMZN168,004$36.9M2.31%
5INVESCO QQQ TRIVZ67,962$34.7M2.17%
6NVIDIA CORPORATIONNVDA254,207$34.1M2.14%
7ISHARES TR46428720052,315$30.8M1.93%
8VANGUARD INDEX FDS922908744176,331$29.9M1.87%
9ISHARES TR46428761468,276$27.4M1.72%
10TESLA INCTSLA62,474$25.2M1.58%
11BERKSHIRE HATHAWAY INC DELBRK-A55,525$25.2M1.57%
12BROADCOM INCAVGO94,570$21.9M1.37%
13COSTCO WHSL CORP NEW22160K10522,330$20.5M1.28%
14ISHARES TR464287150149,024$19.2M1.20%
15META PLATFORMS INCMETA26,529$15.5M0.97%
16VANGUARD BD INDEX FDS921937827199,148$15.4M0.96%
17EXXON MOBIL CORPXOM135,430$14.6M0.91%
18VANGUARD BD INDEX FDS921937835195,634$14.1M0.88%
19VANGUARD INDEX FDS922908553151,369$13.5M0.84%
20ALPHABET INCGOOG70,437$13.4M0.84%
21VANGUARD TAX-MANAGED FDS921943858278,071$13.3M0.83%
22SPDR SER TR78464A300149,299$13.0M0.81%
23VANGUARD WHITEHALL FDS92194640697,581$12.5M0.78%
24ALPHABET INCGOOG63,204$12.0M0.75%
25VANGUARD CHARLOTTE FDS92203J407238,476$11.7M0.73%
26SELECT SECTOR SPDR TR81369Y80350,165$11.7M0.73%
27SPDR SER TR78464A854167,653$11.6M0.72%
28AMERICAN CENTY ETF TR025072877119,700$11.6M0.72%
29SPDR S&P 500 ETF TRSPY18,611$10.9M0.68%
30ISHARES TR464287226111,282$10.8M0.67%
31VANGUARD INDEX FDS92290876937,075$10.7M0.67%
32ELI LILLY & COLLY13,704$10.6M0.66%
33SPDR GOLD TRGLD41,969$10.2M0.64%
34DIMENSIONAL ETF TRUST25434V708289,422$10.0M0.63%
35VANGUARD INTL EQUITY INDEX F922042858225,682$9.9M0.62%
36ANAVEX LIFE SCIENCES CORPAVXL913,051$9.8M0.61%
37UNITED PARCEL SERVICE INCUPS77,543$9.8M0.61%
38VANGUARD INDEX FDS92290863735,359$9.5M0.60%
39ISHARES TR46428759849,002$9.1M0.57%
40ISHARES TR46428749997,808$8.6M0.54%
41VANGUARD INDEX FDS92290875135,219$8.5M0.53%
42ISHARES TR464287507132,015$8.2M0.51%
43DIMENSIONAL ETF TRUST25434V716210,081$8.0M0.50%
44ALPS ETF TR00162Q452164,665$7.9M0.50%
45VANGUARD BD INDEX FDS921937819105,272$7.9M0.49%
46ISHARES TR46428780466,131$7.6M0.48%
47VANGUARD SPECIALIZED FUNDS92190884436,793$7.2M0.45%
48VANGUARD MUN BD FDS922907746139,995$7.0M0.44%
49VANGUARD INDEX FDS92290862926,299$6.9M0.43%
50FIRST TR EXCHANGE-TRADED FD33738R70489,787$6.9M0.43%
51SIMPLIFY EXCHANGE TRADED FUN82889N525138,623$6.9M0.43%
52VANECK ETF TRUST92189F67625,688$6.2M0.39%
53VANGUARD INDEX FDS92290836311,532$6.2M0.39%
54ISHARES TR46428730960,769$6.2M0.39%
55SERVICENOW INCNOW5,801$6.1M0.38%
56SCHWAB STRATEGIC TR808524797223,971$6.1M0.38%
57VANGUARD INTL EQUITY INDEX F922042775104,442$6.0M0.38%
58ARISTA NETWORKS INCANET53,545$5.9M0.37%
59TAIWAN SEMICONDUCTOR MFG LTD87403910029,722$5.9M0.37%
60JPMORGAN CHASE & CO.VYLD24,468$5.9M0.37%
61STARBUCKS CORPSBUX64,060$5.8M0.37%
62DELL TECHNOLOGIES INCDELL49,933$5.8M0.36%
63ISHARES TR46428828164,169$5.7M0.36%
64US BANCORP DELUSB-PS119,010$5.7M0.36%
65INVESCO EXCHANGE TRADED FD TIVZ32,241$5.6M0.35%
66SELECT SECTOR SPDR TR81369Y605114,282$5.5M0.35%
67VANGUARD STAR FDS92190976892,676$5.5M0.34%
68ISHARES TR46432F84277,397$5.4M0.34%
69VANGUARD SCOTTSDALE FDS92206C40968,738$5.4M0.34%
70HONEYWELL INTL INC43851610622,576$5.1M0.32%
71PROCTER AND GAMBLE CO74271810929,775$5.0M0.31%
72AMERICAN CENTY ETF TR02507236494,263$4.9M0.31%
73VERTIV HOLDINGS COVRT43,060$4.9M0.31%
74VANECK ETF TRUST92189F106143,970$4.9M0.31%
75SPDR SER TR78464A76336,952$4.9M0.31%
76SPDR DOW JONES INDL AVERAGE78467X10911,426$4.9M0.30%
77VANGUARD INDEX FDS92290861124,450$4.8M0.30%
78VANGUARD INDEX FDS92290853818,942$4.8M0.30%
79PACCAR INCPCAR46,164$4.8M0.30%
80PACER FDS TR69374H88184,595$4.8M0.30%
81SELECT SECTOR SPDR TR81369Y40721,254$4.8M0.30%
82VANECK ETF TRUST92189F791109,936$4.7M0.29%
83ISHARES U S ETF TR46431W853183,521$4.6M0.29%
84INTUITIVE SURGICAL INCISRG8,687$4.5M0.28%
85CHENIERE ENERGY INCLNG20,510$4.4M0.28%
86ADVANCED MICRO DEVICES INCAMD36,159$4.4M0.27%
87WISDOMTREE TRWT86,416$4.3M0.27%
88INVESCO EXCH TRADED FD TR IIIVZ44,402$4.3M0.27%
89TRANE TECHNOLOGIES PLCTT11,274$4.2M0.26%
90ISHARES TR46432F33923,306$4.2M0.26%
91ISHARES TR46432F83460,416$4.0M0.25%
92ISHARES TR46428830751,944$3.9M0.25%
93FREEPORT-MCMORAN INCFCX101,975$3.9M0.24%
94ISHARES TR46428827363,914$3.9M0.24%
95VANGUARD SCOTTSDALE FDS92206C71446,987$3.8M0.24%
96AMGEN INCAMGN14,573$3.8M0.24%
97ISHARES TR46428765517,123$3.8M0.24%
98QUALCOMM INCQCOM24,101$3.7M0.23%
99ABBVIE INCABBV20,746$3.7M0.23%
100EA SERIES TRUST02072L56533,343$3.7M0.23%
101BOEING COBA-PA20,705$3.7M0.23%
102SELECT SECTOR SPDR TR81369Y85237,820$3.7M0.23%
103CAMECO CORPCCJ70,632$3.6M0.23%
104SPDR INDEX SHS FDS78463X889105,408$3.6M0.23%
105AMPLIFY ETF TR03210860782,799$3.6M0.22%
106FIDELITY WISE ORIGIN BITCOINFBTC43,761$3.6M0.22%
107NETFLIX INCNFLX3,997$3.6M0.22%
108ISHARES INC46434G10368,104$3.6M0.22%
109VISA INCV11,178$3.5M0.22%
110INVESCO EXCHANGE TRADED FD TIVZ28,592$3.5M0.22%
111JOHNSON & JOHNSONJNJ24,338$3.5M0.22%
112ISHARES SILVER TRSLV129,291$3.4M0.21%
113J P MORGAN EXCHANGE TRADED F46641Q83766,719$3.4M0.21%
114SPDR INDEX SHS FDS78463X54167,536$3.4M0.21%
115ISHARES TR46428772120,616$3.3M0.21%
116MERCADOLIBRE INCMELI1,880$3.2M0.20%
117CHEVRON CORP NEWCVX21,940$3.2M0.20%
118BANK AMERICA CORP06050510471,871$3.2M0.20%
119VANGUARD INTL EQUITY INDEX F92204271827,566$3.2M0.20%
120SELECT SECTOR SPDR TR81369Y20922,631$3.1M0.19%
121SELECT SECTOR SPDR TR81369Y70423,357$3.1M0.19%
122GAP INCGAP129,423$3.1M0.19%
123SCHWAB STRATEGIC TR808524805164,035$3.0M0.19%
124SPDR SER TR78468R101102,355$3.0M0.19%
125UNITED RENTALS INCURI4,141$2.9M0.18%
126AT&T INCT-PC127,703$2.9M0.18%
127ISHARES TR46428740815,181$2.9M0.18%
128HOME DEPOT INCHD7,232$2.8M0.18%
129ISHARES TR46428746537,128$2.8M0.18%
130VANGUARD INTL EQUITY INDEX F92204267670,523$2.8M0.17%
131INVESCO EXCH TRADED FD TR IIIVZ13,029$2.7M0.17%
132ISHARES TR46428748121,598$2.7M0.17%
133VANGUARD SCOTTSDALE FDS92206C68026,479$2.7M0.17%
134ISHARES TR46429B69730,703$2.7M0.17%
135ABBOTT LABSABLZF23,920$2.7M0.17%
136VANGUARD SCOTTSDALE FDS92206C10245,999$2.7M0.17%
137ISHARES TR46434V61359,182$2.7M0.17%
138GE VERNOVA INCGEV8,091$2.7M0.17%
139GE AEROSPACE36960430115,880$2.6M0.17%
140ISHARES TR46428717624,626$2.6M0.16%
141FIRST TR VALUE LINE DIVID IN33734H10660,119$2.6M0.16%
142VANGUARD WORLD FD9219108167,529$2.6M0.16%
143INSMED INCINSM36,096$2.5M0.16%
144VERTEX PHARMACEUTICALS INCVRTX6,178$2.5M0.16%
145DANAHER CORPORATION23585110210,746$2.5M0.15%
146BLACKROCK ETF TRUSTBLK47,948$2.5M0.15%
147THERMO FISHER SCIENTIFIC INCTMO4,667$2.4M0.15%
148INVESCO EXCHANGE TRADED FD TIVZ22,983$2.4M0.15%
149J P MORGAN EXCHANGE TRADED F46641Q11839,263$2.4M0.15%
150ISHARES TR46428787921,814$2.4M0.15%
151BEST BUY INCBBY27,347$2.3M0.15%
152VEEVA SYS INCVEEV11,110$2.3M0.15%
153ORACLE CORPORCL-PD13,863$2.3M0.14%
154ISHARES TR46428745728,152$2.3M0.14%
155INVESCO EXCH TRADED FD TR IIIVZ19,232$2.2M0.14%
156UNITEDHEALTH GROUP INCUNH4,386$2.2M0.14%
157VANGUARD WORLD FD92204A7023,555$2.2M0.14%
158SELECT SECTOR SPDR TR81369Y50625,723$2.2M0.14%
159ISHARES TR46428716816,764$2.2M0.14%
160DIMENSIONAL ETF TRUST25434V78182,576$2.2M0.14%
161PALANTIR TECHNOLOGIES INCPLTR28,895$2.2M0.14%
162INTERNATIONAL BUSINESS MACHSINTR9,643$2.1M0.13%
163ISHARES TR4642871017,320$2.1M0.13%
164J P MORGAN EXCHANGE TRADED F46654Q20336,992$2.1M0.13%
165ISHARES TR4642894388,839$2.1M0.13%
166SCHWAB STRATEGIC TR80852430072,996$2.0M0.13%
167ARK ETF TR00214Q70853,868$2.0M0.12%
168SPDR SER TR78464A70614,947$2.0M0.12%
169WALMART INCWMT21,657$2.0M0.12%
170ISHARES TR46435U16883,949$1.9M0.12%
171ISHARES TR46428841418,274$1.9M0.12%
172VANGUARD SCOTTSDALE FDS92206C87023,538$1.9M0.12%
173SPDR SER TR78468R60680,156$1.9M0.12%
174ISHARES TR46428887735,720$1.9M0.12%
175SPDR SER TR78464A20120,652$1.9M0.12%
176AUTOMATIC DATA PROCESSING INADP6,340$1.9M0.12%
177SIMPLIFY EXCHANGE TRADED FUN82889N72388,489$1.8M0.11%
178UNION PAC CORPUNP8,001$1.8M0.11%
179FIDELITY MERRIMACK STR TR31618830939,969$1.8M0.11%
180ISHARES TR46428724216,681$1.8M0.11%
181GRAYSCALE BITCOIN TRUST ETFGBTC23,931$1.8M0.11%
182FIDELITY COVINGTON TRUST31609285765,302$1.8M0.11%
183EATON CORP PLCETN5,314$1.8M0.11%
184CATERPILLAR INCCAT4,804$1.7M0.11%
185ISHARES TR46428881029,303$1.7M0.11%
186COCA COLA COKO27,291$1.7M0.11%
187INVESCO ACTVELY MNGD ETC FDIVZ129,455$1.7M0.11%
188SCHWAB STRATEGIC TR80852483973,795$1.7M0.10%
189ISHARES TR46428888517,299$1.7M0.10%
190AMERICAN CENTY ETF TR02507270327,228$1.7M0.10%
191DISNEY WALT CO25468710614,964$1.7M0.10%
192ISHARES TR46428851321,129$1.7M0.10%
193DIMENSIONAL ETF TRUST25434V83148,428$1.6M0.10%
194LOWES COS INC5486611076,546$1.6M0.10%
195VANGUARD WHITEHALL FDS92194688525,545$1.6M0.10%
196INARI MED INC45332Y10931,410$1.6M0.10%
197J P MORGAN EXCHANGE TRADED F46641Q39914,867$1.6M0.10%
198DIMENSIONAL ETF TRUST25434V79960,444$1.6M0.10%
199ARK ETF TR00214Q10427,379$1.6M0.10%
200ISHARES TR46428815814,557$1.5M0.10%
201NATERA INCNTRA9,665$1.5M0.10%
202AMERICAN CENTY ETF TR02507288515,768$1.5M0.10%
203ISHARES TR46428770512,211$1.5M0.10%
204SPDR SER TR78464A35919,571$1.5M0.10%
205GILEAD SCIENCES INCGILD16,489$1.5M0.10%
206RTX CORPORATIONRTX13,098$1.5M0.09%
207MCDONALDS CORPMCD5,187$1.5M0.09%
208APPLIED MATLS INC0382221059,158$1.5M0.09%
209ISHARES TR4642876309,011$1.5M0.09%
210ASML HOLDING N VASMLF2,105$1.5M0.09%
211ISHARES TR46428866112,542$1.4M0.09%
212FIDELITY COVINGTON TRUST3160928087,809$1.4M0.09%
213MICRON TECHNOLOGY INCMU16,809$1.4M0.09%
214VERIZON COMMUNICATIONS INCVZ35,241$1.4M0.09%
215DIMENSIONAL ETF TRUST25434V76555,555$1.4M0.09%
216DIMENSIONAL ETF TRUST25434V85634,502$1.4M0.09%
217DIMENSIONAL ETF TRUST25434V69042,386$1.4M0.09%
218EMERSON ELEC COEMR10,967$1.4M0.09%
219ISHARES INC46434G76424,372$1.4M0.08%
220MERCK & CO INCMRK13,584$1.4M0.08%
221PFIZER INCPFE50,415$1.3M0.08%
222FIRST TR EXCHANGE-TRADED FD33733E3025,468$1.3M0.08%
223PEPSICO INCPEP8,679$1.3M0.08%
224MARTIN MARIETTA MATLS INC5732841062,540$1.3M0.08%
225HERITAGE FINL CORP WASH42722X10653,477$1.3M0.08%
226ISHARES TR46432F85926,855$1.3M0.08%
227KAYNE ANDERSON ENERGY INFRST486606106100,706$1.3M0.08%
228COINBASE GLOBAL INCCOIN5,144$1.3M0.08%
229WASTE MGMT INC DEL94106L1096,286$1.3M0.08%
230BLACKSTONE INCBX7,348$1.3M0.08%
231SALESFORCE INCCRM3,777$1.3M0.08%
232CADENCE DESIGN SYSTEM INCCDNS4,183$1.3M0.08%
233SPROTT PHYSICAL GOLD TRSII62,364$1.3M0.08%
234ACCENTURE PLC IRELANDACN3,492$1.2M0.08%
235GENERAC HLDGS INCGNRC7,875$1.2M0.08%
236DRAFTKINGS INC NEWDKNG32,773$1.2M0.08%
237INVESCO EXCH TRADED FD TR IIIVZ57,277$1.2M0.08%
238CROWDSTRIKE HLDGS INCCRWD3,483$1.2M0.07%
239REGENERON PHARMACEUTICALSREGN1,669$1.2M0.07%
240SPDR SER TR78468R62212,388$1.2M0.07%
241ISHARES TR46428773912,439$1.2M0.07%
242ISHARES TR46428751511,528$1.2M0.07%
243COMCAST CORP NEWCCZ30,627$1.1M0.07%
244CISCO SYS INCCSCO19,176$1.1M0.07%
245BRITISH AMERN TOB PLC11044810730,986$1.1M0.07%
246JANUS DETROIT STR TR47103U84522,064$1.1M0.07%
247VANGUARD SCOTTSDALE FDS92206C70619,220$1.1M0.07%
248VANGUARD WORLD FD92204A8847,131$1.1M0.07%
249VANECK ETF TRUST92189H40920,729$1.1M0.07%
250CAPITAL GROUP DIVIDEND VALUE14020W10630,263$1.1M0.07%
251PARKER-HANNIFIN CORPPH1,677$1.1M0.07%
252WISDOMTREE TRWT48,226$1.1M0.07%
2533M COMMM8,173$1.1M0.07%
254GOLDMAN SACHS GROUP INCGSCE1,832$1.0M0.07%
255BRISTOL-MYERS SQUIBB COCELG-RI18,473$1.0M0.07%
256FIDELITY COVINGTON TRUST31609286521,318$1.0M0.07%
257SELECT SECTOR SPDR TR81369Y88613,665$1.0M0.06%
258ISHARES TR46429B74710,255$1.0M0.06%
259EQUIFAX INCEFX4,044$1.0M0.06%
260ISHARES TR46428743211,712$1.0M0.06%
261SPDR SER TR78464A37531,153$1.0M0.06%
262ISHARES TR46428864619,247$995,0930.06%
263ISHARES TR46428723423,614$987,5520.06%
264REALTY INCOME CORPO18,007$961,7340.06%
265VANGUARD BD INDEX FDS92193779314,016$959,1150.06%
266SIMPLIFY EXCHANGE TRADED FUN82889N69933,824$943,3570.06%
267MICROSTRATEGY INCSTRK3,257$943,2920.06%
268SOUTHERN COSOMN11,448$942,4060.06%
269ISHARES TR46436E52840,636$940,7190.06%
270AMERICAN CENTY ETF TR02507260415,944$937,3270.06%
271ISHARES INC46428658212,684$927,8510.06%
272SCHWAB STRATEGIC TR80852487035,870$926,5220.06%
273SCHWAB STRATEGIC TR80852440934,918$910,3130.06%
274STRYKER CORPORATIONSYK2,514$905,3080.06%
275GLOBAL X FDS37954Y65745,720$891,9970.06%
276GAMESTOP CORP NEWGME-WT28,448$891,5600.06%
277ISHARES TR4642876639,518$881,3110.06%
278ISHARES TR46436E7188,769$879,7060.06%
279PROGRESSIVE CORP7433151033,661$877,3280.05%
280AMERICAN FINL GROUP INC OHIO0259321046,405$877,0130.05%
281ISHARES TR4642885889,483$869,4470.05%
282SPDR SER TR78464A8888,308$868,1670.05%
283MASTERCARD INCORPORATEDMA1,643$865,0470.05%
284SCHWAB STRATEGIC TR80852460733,364$862,7910.05%
285ROCKWELL AUTOMATION INCROK3,017$862,2350.05%
286INVESCO EXCHANGE TRADED FD TIVZ12,685$850,2830.05%
287MANULIFE FINL CORP56501R10627,590$847,2890.05%
288AMPLIFY ETF TR03210810213,088$846,1700.05%
289EDWARDS LIFESCIENCES CORPEW11,353$840,4630.05%
290AMERICAN CENTY ETF TR02507280212,772$831,1840.05%
291FIRST TR MORNINGSTAR DIVID L33691710920,576$828,3810.05%
292FIRST TR EXCH TRADED FD III33739P30117,143$827,8350.05%
293KIMBERLY-CLARK CORPKMB6,309$826,7560.05%
294SPDR SER TR78464A67229,625$825,9450.05%
295GLOBAL X FDS37954Y87130,714$822,5210.05%
296SELECT SECTOR SPDR TR81369Y30810,431$819,9890.05%
297ICON PLCICLR3,811$799,2050.05%
298DUPONT DE NEMOURS INCDD10,381$791,5540.05%
299RITHM CAPITAL CORPRITM-PF72,848$788,9400.05%
300ISHARES TR46428852113,721$786,3590.05%
301TETRA TECH INC NEWTTEK19,720$785,6450.05%
302SPDR S&P MIDCAP 400 ETF TRMDY1,370$780,6010.05%
303VANGUARD MALVERN FDS92202080516,072$778,1830.05%
304VANGUARD WHITEHALL FDS92194679411,312$767,8590.05%
305INVESCO EXCH TRADED FD TR IIIVZ42,435$767,2170.05%
306WISDOMTREE TRWT17,482$759,9460.05%
307DIMENSIONAL ETF TRUST25434V73228,851$755,6090.05%
308ISHARES TR4642878875,556$752,0920.05%
309CUMMINS INCCMI2,149$749,1160.05%
310SPDR SER TR78468R6638,048$735,8360.05%
311LITMAN GREGORY FDS TR53700T82728,123$735,6980.05%
312ZOETIS INCZTS4,491$731,6570.05%
313DIMENSIONAL ETF TRUST25434V68222,063$730,9690.05%
314WORLD GOLD TRGLDW13,932$724,3250.05%
315WISDOMTREE TRWT25,626$724,1910.05%
316DIMENSIONAL ETF TRUST25434V86415,408$722,3210.05%
317PALO ALTO NETWORKS INCPANW3,964$721,2890.05%
318JOHNSON CTLS INTL PLCG515021059,035$713,1320.04%
319FIDELITY COVINGTON TRUST31609A50321,691$712,5450.04%
320SCHWAB STRATEGIC TR80852450825,396$703,7160.04%
321ILLUMINA INCILMN5,263$703,2950.04%
322DIMENSIONAL ETF TRUST25434V80719,782$701,8630.04%
323SPDR SER TR78468R85315,357$689,8310.04%
324SOFI TECHNOLOGIES INCSOFI44,635$687,3790.04%
325ENTERPRISE PRODS PARTNERS L29379210721,802$683,7160.04%
326OPENDOOR TECHNOLOGIES INCOPENZ421,000$673,6000.04%
327ALTRIA GROUP INCMO12,440$650,5000.04%
328ISHARES INC46428614523,853$647,3740.04%
329ISHARES TR46434V64726,839$643,3270.04%
330ISHARES GOLD TRIAU12,925$639,9410.04%
331CAPITAL GROUP GROWTH ETF14020G10117,152$637,5400.04%
332AEROVIRONMENT INCAVAV4,106$631,8720.04%
333SPDR SER TR78464A8217,218$627,1770.04%
334VANGUARD INDEX FDS9229085123,861$624,6710.04%
335VANGUARD INTL EQUITY INDEX F9220428749,803$622,1720.04%
336MANAGER DIRECTED PORTFOLIOS56170L69561,280$620,1540.04%
337VANGUARD INDEX FDS9229085952,213$619,8470.04%
338CONOCOPHILLIPSCOP6,223$617,1230.04%
339UBER TECHNOLOGIES INCUBER10,152$612,3690.04%
340WELLS FARGO CO NEW9497461018,664$608,5940.04%
341INTEL CORPINTC29,897$599,4410.04%
342UNITY SOFTWARE INCU26,677$599,4320.04%
343SHELL PLCRYDAF9,483$594,0940.04%
344J P MORGAN EXCHANGE TRADED F46641Q65411,711$593,8650.04%
345LOCKHEED MARTIN CORPLMT1,219$592,4800.04%
346SELECT SECTOR SPDR TR81369Y86014,426$586,7120.04%
347NEXTERA ENERGY INCNEE-PW8,136$583,2360.04%
348VANGUARD WELLINGTON FD9219357064,130$581,8750.04%
349ISHARES TR46435G40921,385$579,7470.04%
350ISHARES BITCOIN TRUST ETFIBIT10,904$578,4320.04%
351ISHARES TR4642886535,801$577,4400.04%
352DUKE ENERGY CORP NEWDUKB5,270$567,7370.04%
353ISHARES TR46435G67211,152$556,7080.03%
354CSX CORPCSX17,236$556,1980.03%
355PIMCO CORPORATE & INCOME OPPPTY38,588$554,5100.03%
356ABRDN PRECIOUS METALS BASKETGLTR5,026$551,8550.03%
357KROGER COKR8,911$544,9280.03%
358SIMPLIFY EXCHANGE TRADED FUN82889N64022,023$540,4470.03%
359ANSYS INC03662Q1051,599$539,3910.03%
360PHILIP MORRIS INTL INC7181721094,469$537,9030.03%
361BLACKROCK INCBLK521$534,4970.03%
362FIRST TR MULTI CAP GROWTH AL33733F1013,866$534,3210.03%
363ENERGY TRANSFER L PET-PI27,191$532,6750.03%
364ISHARES TR4642874405,755$532,0780.03%
365SPDR SER TR78468R68918,666$530,1250.03%
366SCHWAB STRATEGIC TR80852488815,434$529,8540.03%
367ASTRAZENECA PLCAZN8,047$527,2600.03%
368TJX COS INC NEW8725401094,338$524,0950.03%
369FIDELITY COVINGTON TRUST31609A40419,031$523,9240.03%
370LAM RESEARCH CORPLRCX7,242$523,1000.03%
371SCHWAB STRATEGIC TR80852410223,043$523,0760.03%
372ISHARES TR46434V86010,242$516,9140.03%
373BLACKROCK ETF TRUST IIBLK9,898$514,8940.03%
374AMERICAN CENTY ETF TR02507256212,650$513,2150.03%
375SCHWAB STRATEGIC TR80852420122,087$511,9760.03%
376S&P GLOBAL INCSPGI1,017$506,5080.03%
377PIMCO ETF TR72201R8669,731$503,3670.03%
378NUVEEN CA QUALTY MUN INCOMENU44,524$502,6760.03%
379PAYCHEX INCPAYX3,576$501,4460.03%
380NIKE INCNKE6,318$478,0640.03%
381PIMCO CORPORATE & INCM STRG72200U10035,580$477,4820.03%
382HA SUSTAINABLE INFRA CAP INC41068X10017,753$476,3210.03%
383PACER FDS TR69374H85710,803$475,4400.03%
384DEERE & CODE1,121$475,0320.03%
385TEXAS INSTRS INC8825081042,528$474,1110.03%
386ISHARES INC4642863923,033$471,7060.03%
387PROSHARES TR74347R2064,321$467,7050.03%
388J P MORGAN EXCHANGE TRADED F46654Q7407,763$466,0910.03%
389T-MOBILE US INCTMUSZ2,111$465,9770.03%
390GOLDMAN SACHS ETF TRNVGLF4,045$465,9030.03%
391ISHARES TR4642873255,405$464,6780.03%
392ALLIANCEBERNSTEIN GLOBAL HIGAWF42,694$458,1050.03%
393ISHARES TR46428868714,453$454,4020.03%
394SYSCO CORPSYY5,941$454,2490.03%
395MORGAN STANLEYMS-PQ3,570$448,8800.03%
396INVESCO EXCHANGE TRADED FD TIVZ4,535$446,5880.03%
397ARK ETF TR00214Q4014,105$443,2180.03%
398PHILLIPS 66PSX3,876$441,6100.03%
399J P MORGAN EXCHANGE TRADED F46641Q4073,865$441,0350.03%
400MOTOROLA SOLUTIONS INCMSI953$440,6140.03%
401AVIDITY BIOSCIENCES INC05370A10815,097$439,0210.03%
402J P MORGAN EXCHANGE TRADED F46641Q1676,896$436,5170.03%
403FIRST TR EXCHANGE-TRADED FD33733E50012,840$435,6580.03%
404GOLDMAN SACHS ETF TRNVGLF5,632$434,9110.03%
405VALKYRIE ETF TRUST II91917A20719,512$432,9710.03%
406CITIGROUP INCC-PR6,122$430,9450.03%
407INVESCO EXCHANGE TRADED FD TIVZ4,001$430,5860.03%
408EDISON INTL2810201075,388$430,1910.03%
409WISDOMTREE TRWT8,737$427,4140.03%
410NORTHERN LTS FD TR IVNTRSO7,757$426,3250.03%
411ISHARES TR4642876481,475$424,6010.03%
412LINDE PLCLIN1,010$422,8960.03%
413DELTA AIR LINES INC DELDAL6,901$417,5120.03%
414AMPLIFY ETF TR03210864941,970$416,7640.03%
415NOVARTIS AGNVSEF4,255$414,0530.03%
416KINDER MORGAN INC DELEP-PC15,087$413,3920.03%
417ETFS GOLD TR00326A10416,463$412,3980.03%
418AMERICAN CENTY ETF TR0250726878,856$408,6080.03%
419SNOWFLAKE INCSNOW2,636$406,9810.03%
420TRAVELERS COMPANIES INCTRV1,689$406,8870.03%
421CAPITAL GROUP CORE EQUITY ET14020V10811,623$406,4560.03%
422FEDEX CORPFDX1,437$404,3130.03%
423ISHARES TR4642878617,759$403,9340.03%
424BROOKFIELD CORP11271J1076,958$399,7100.03%
425BOOKING HOLDINGS INCBKNG80$397,6420.02%
426NORTHROP GRUMMAN CORPNOC842$395,1500.02%
427AON PLCAON1,100$395,0790.02%
428GENERAL DYNAMICS CORPGD1,498$394,8160.02%
429SCHWAB STRATEGIC TR80852484718,731$394,4810.02%
430ISHARES TR4642882407,497$391,0440.02%
431ISHARES TR46434V4079,152$389,9500.02%
432ZSCALER INCZS2,135$385,1750.02%
433CAVA GROUP INCCAVA3,413$384,9860.02%
434BANK MONTREAL QUE0636711013,876$376,2000.02%
435VANGUARD SCOTTSDALE FDS92206C8476,781$375,3280.02%
436CAPITAL GRP FIXED INCM ETF T14020Y20113,912$374,5110.02%
437GOLDMAN SACHS ETF TRNVGLF3,016$374,1850.02%
438TARGA RES CORPTRGP2,095$373,9690.02%
439SEAGATE TECHNOLOGY HLDNGS PLSE4,306$371,6670.02%
440ISHARES TR46429B26716,096$369,8910.02%
441SCHWAB STRATEGIC TR80852486215,358$369,5130.02%
442DIMENSIONAL ETF TRUST25434V5836,953$367,3080.02%
443TRUIST FINL CORP89832Q1098,395$364,1740.02%
444INVESCO EXCH TRADED FD TR IIIVZ3,814$362,3680.02%
445AMERICAN EXPRESS COAXP1,218$361,5930.02%
446AIR PRODS & CHEMS INCAIIR1,230$356,7590.02%
447KLA CORPKLAC565$356,1490.02%
448GOLDMAN SACHS ETF TRNVGLF7,995$355,3910.02%
449DEVON ENERGY CORP NEW25179M10310,760$352,1910.02%
450VANGUARD INTL EQUITY INDEX F9220428664,934$350,4820.02%
451J P MORGAN EXCHANGE TRADED F46641Q3736,116$349,2240.02%
452ISHARES TR46435G4252,690$346,5370.02%
453ISHARES TR46434V8039,910$344,3640.02%
454J P MORGAN EXCHANGE TRADED F46654Q6094,242$343,7050.02%
455ROYAL BK CDA7800871022,842$342,4890.02%
456ISHARES TR46432F3961,650$341,4810.02%
457VANGUARD INTL EQUITY INDEX F9220427422,902$340,8840.02%
458INVESCO EXCHANGE TRADED FD TIVZ4,393$335,4380.02%
459COGNIZANT TECHNOLOGY SOLUTIOCTSH4,281$329,2330.02%
460FORD MTR CO34537086033,252$329,1980.02%
461ARM HOLDINGS PLC0420682052,666$328,8780.02%
462PROLOGIS INC.PLDGP3,106$328,2620.02%
463ABRDN ASIA PACIFIC INCOME FUABAKF22,282$327,9980.02%
464GAMCO GLOBAL GOLD NAT RES &36465A10986,815$327,2920.02%
465TARGET CORPTGT2,411$325,8620.02%
466SELECT SECTOR SPDR TR81369Y1003,860$324,7950.02%
467ISHARES INC46434G85511,537$324,3190.02%
468MEDTRONIC PLCMDT4,031$322,0120.02%
469OREILLY AUTOMOTIVE INC67103H107270$320,1660.02%
470OCCIDENTAL PETE CORP6745991056,465$319,4140.02%
471ISHARES TR46435U2183,095$318,9090.02%
472BOSTON SCIENTIFIC CORPBSX3,502$312,7990.02%
473NU HLDGS LTDNU30,175$312,6180.02%
474HARTFORD FINL SVCS GROUP INCHIG-PG2,838$310,4920.02%
475SPDR SER TR78464A4093,529$310,1850.02%
476LEIDOS HOLDINGS INCLDOS2,132$307,1360.02%
477INVESCO EXCHANGE TRADED FD TIVZ4,662$306,7260.02%
478KEYCORP49326710817,827$305,5490.02%
479ADOBE INCADBE687$305,4950.02%
480ISHARES TR464287689908$303,4990.02%
481GSK PLCGLAXF8,920$301,6900.02%
482VERALTO CORPVLTO2,935$298,9300.02%
483ANALOG DEVICES INCADI1,404$298,1900.02%
484ISHARES TR4642888692,286$298,0490.02%
485VANGUARD WORLD FD92204A5041,164$295,4120.02%
486VANGUARD WORLD FD92204A108783$293,9650.02%
487ISHARES TR4642874732,259$292,2390.02%
488GLOBAL X FDS37954Y3435,910$292,0130.02%
489VANGUARD ADMIRAL FDS INC921932505797$291,6010.02%
490AMERICAN TOWER CORP NEW03027X1001,587$291,0710.02%
491CLOROX CO DELCLX1,768$287,1810.02%
492ALCOA CORPAA7,541$284,9010.02%
493AUTODESK INCADSK960$283,7470.02%
494CARNIVAL CORPCUKPF11,354$282,9310.02%
495DATADOG INCDDOG1,979$282,7790.02%
496BLACKROCK CR ALLOCATION INCOBLK26,817$280,5060.02%
497FISERV INCFISV1,354$278,1390.02%
498FIRST TR EXCHANGE-TRADED FD33738R5064,685$277,0800.02%
499VANGUARD ADMIRAL FDS INC9219328852,600$274,3000.02%
500SSGA ACTIVE TR78470P4085,073$271,1010.02%